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home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
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Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
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Articles published by NICE
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IGT Solutions Selects NICE CXone to Deliver a Seamless Customer Experience for its Travel and Hi-Tech Brands
October 26, 2022
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NICE Launches FluenCX, a Revolutionary Approach to Deliver Digital-First Customer Experience
October 24, 2022
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NICE is First to Receive Highest Scores for Inaugural Digital Customer Service Use Case by Gartner
October 20, 2022
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NICE Announces the Market’s First Consumer Intent-Driven CX Capability with Enlighten Journey Orchestration
October 20, 2022
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NICE Named to Prestigious IDC Annual FinTech Ranking of Top 100 Global Providers
October 18, 2022
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NICE Actimize Launches Compliancentral, Industry’s First End-to-End Communications and Trade Compliance Platform
September 20, 2022
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Lancaster County District Attorney’s Office Joins Growing Number of DAs Transforming Digital Evidence Management with NICE Evidencentral
September 15, 2022
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NICE RPA Named a Leader in Everest Group’s Task Mining Products PEAK Matrix
September 14, 2022
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Business Wire
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NICE Announces Annual Digital CX Week, Highlighting Digital-First Strategies to Transform Customer Experience
September 14, 2022
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Via
Business Wire
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NICE Actimize Wins Three 2022 Global Banking and Finance Awards Highlighting Innovation in Anti-Money Laundering Technology
September 13, 2022
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Via
Business Wire
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NICE Recognizes 2022 PSAPs’ Finest Award Recipients for Excellence in Emergency Communications
September 12, 2022
From
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Via
Business Wire
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NICE
NICE Evidencentral to Digitally Transform Evidence Management for Yolo County District Attorney’s Office for Timelier Justice
September 06, 2022
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Via
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NICE
NICE Interaction Analytics Chosen by Tele-Centre Services to Drive Customer Experience Interactions (CXi) Transformation
August 30, 2022
From
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Via
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NICE
NICE Named a Leader in the 2022 Gartner® Magic Quadrant™ for Contact Center as a Service For 8th Consecutive Year
August 24, 2022
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NICE Actimize SURVEIL-X Markets Surveillance Cloud Solution Selected by Olivetree Financial to Monitor Market Abuse and Support Multiple Asset Classes
August 23, 2022
From
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NICE Extends CXi Leadership With Next-Gen Digital And Conversational AI Capabilities
August 22, 2022
From
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Via
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NICE Reports 16% Growth in Total Revenue and 28% Cloud Revenue Growth for the Second Quarter of 2022
August 18, 2022
From
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Via
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NICE Announces Top Tier Microsoft Azure IP Co-Sell Status with the Full Power of NICE CXone Now Available Natively on Azure
August 17, 2022
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NICE Provides Dial-in Details for its Second Quarter 2022 Results Teleconference
August 11, 2022
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NICE Selected by Scope to Deliver Frictionless Customer Experience Through Digital CX Cloud Platform
August 10, 2022
From
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Via
Business Wire
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NICE Actimize Recognized with 2022 Frost & Sullivan Product Leadership Award for North America Enterprise Fraud Management
August 04, 2022
From
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Via
Business Wire
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NICE Positioned As A Leader in 2022 Gartner® Magic Quadrant™ for Robotic Process Automation
July 27, 2022
From
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Business Wire
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Washington State Countywide Criminal Justice System Plans Digital Transformation with NICE Evidencentral
July 14, 2022
From
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NICE Named a Leader in Journey Orchestration by Top Analyst Firm
July 13, 2022
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NICE Enlighten AI Receives 2022 “Workforce Innovation of the Year” Honor in Customer Contact Week’s Excellence Awards Competition
July 12, 2022
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NICE Introduces Groundbreaking Innovations in Digital CX and AI in CXone Summer 2022 Release
July 07, 2022
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NICE Wins the Digital Innovation Award for Customer Experience Excellence
July 05, 2022
From
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Via
Business Wire
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NICE CXone Awarded TMC’s 2022 Cloud Computing Product of the Year Award
June 23, 2022
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‘Ease of Use’ Has Just Become Easier with NICE RPA’s Latest Innovations Extending the Capabilities of NEVA for a Frictionless User Experience
June 22, 2022
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NICE Captures 2022 “Customer Experience Technology of the Year” Award from National Technology News
June 21, 2022
From
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